Financial Reviews

Having a financial review with one of the team is a great way to discover new income generation opportunities and ways to make savings. Many parishes have found it gives valuable insight into how generosity, giving, need and impact are closely related and have been able to implement simple, practical and effective ideas to make a difference on levels of income.


Some documents that you may find useful for your Financial Review:

A Financial Review Prompt Sheet

Six Steps in Christian Giving

Giving for Life Questionnaire

Thank You Letter 1

Thank You Letter 2

Sample Church Leaflet Making a Case for Support 1

Sample Church Leaflet Making a Case for Support 2

Gift Aid Checklist

Gift Aid for HR Taxpayers


Please also note we are still able to offer financial reviews with the power of e-conferencing and email. Don't be afraid of the technology - we'll help you all the way!













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